LVI Services

 

When you make a decision regarding the sale of the company, if your decision is to postpone the sale for a year or more, then we can help now to make the business more valuable.  As experienced business operators and consultants, we can thoroughly analyze the company’s business plan and its current performance (we call this a Management Audit) and then recommend specific improvements that will enhance future sale value with a focus on the longer-term time horizon (12 months or longer) you have chosen.  We will then be prepared to assist you in the implementation of the recommendations and oversight of the improvements to assure the changes result in the desired increase in future value.

If your decision is to sell within 12 months, you should get us started immediately. We can take charge of the sale process to assure a successful transaction.  The services we provide can be grouped into three categories and involve organizing, evaluating or executing the following:

1.   Selling Process Services:

a.       Developing the strategy for the sale

b.       Organizing and coordinating the sale team including, as needed, legal counsel, accountants, tax experts, HR experts and others

c.       Valuation of the business

d.       Preparation of the company to maximize its sale value

e.       Development of company information for buyers

f.         Development of pro-forma financial statements

g.       Organizing the company for buyer due diligence

h.       Developing controls to maintain confidentiality of the process from employees, customers and vendors

i.         Notifying and counseling those key employees that will be participating in the sale process

j.         Developing the Confidential Offering Memorandum and presentation materials

k.       Identifying and developing interest of likely potential buyers

l.         Arranging buyer meetings, tours and management presentations

m.    Developing the data room and coordinating its use by potential buyers

n.   Answering buyer questions and funneling information requests to the company

o.       Expediting Letters of Intent from multiple buyers

2.   Negotiating of Price, Terms and Other Issues:

a.       Evaluating Letters of Intent from multiple buyers

b.       Negotiating of price, terms and other issues

c.       Coordinating with both our client's and the Buyer's counsel, accountants and due diligence consultants

d.       Reviewing Draft Agreements

e.       Resolving pre-closing issues and arranging a timely closing

3.   Post-Sale Necessities:

a.       Monitoring buyer compliance with the Purchase Agreement

b.       Reviewing, auditing and negotiating post-sale adjustments including look-back adjustments, holdbacks and earn-outs.

LVI provides its services to sellers on an exclusive basis.  Fees for Selling Services are usually a combination of a Retainer and a Success Fee.  Fees for Post-Sale Services are negotiated separately. The close working relationship between LVI and its clients makes it essential that both the client and LVI are comfortably working toward the same objective -- the successful completion of the best sale transaction for the client.